Unclaimed Profile

Donald John Depalma

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC·WESTERVILLE, Ohio

Series 6, Series 66Clean record26 years registeredBEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

155 COMMERCE PARK DRIVE, WESTERVILLE, OH 43082CRD# 2271163Firm CRD# 143638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald John Depalma · WESTERVILLE, OH

Registration

CRD #2271163 · BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

BUCKEYE WEALTH MANAGEMENT LLC

Jul 2007 – present

CAPITAL ADVISER SERVICES

Nov 1999 – Jun 2007

WESTERVILLE, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 66

Registration record

First registered · November 10, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

CRD 143638 · SEC 801-67821

AUM

$31M

Regulatory assets under management

Employees

361 client accounts

Services offered by BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donald John Depalma offer?

Donald John Depalma specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Donald John Depalma's credentials?

Donald John Depalma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald John Depalma located?

Donald John Depalma is based in WESTERVILLE, Ohio, working with BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Donald John Depalma charge for services?

Donald John Depalma's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC?

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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